Wealth Management jobs in Mumbai at Param Investment

With a legacy of 17 years, Param Investment offers the complete suite of conventional & alternative investment & insurance products to meet the customized needs of families in their endeavor to protect and grow their wealth to meet their financial goals. We distribute researched products from trusted corporates including mutual fund houses, insurance companies, banks, and NBFC's. In existence since 2004, Param Investments today has a client base of 700+ families to whom we cater through a combination of technology-based processes and trained teams. Our team comprising of chartered accountants, certified financial planners & registered investment advisors practice the values of: trust, integrity, knowledge, excellence & customer focus.

How we'll support you:

1. Support and encouragement from seniors in your team
2. Access to learning opportunities to support your growth and development
3. Employee friendly culture - where each employee is important

About the internship

Selected intern's day-to-day work/responsibilities include:

1. Learning about various financial concepts like mutual funds, P2P lending, life insurance, general insurance, equity, etc.
2. Assisting in preparing organization-wide content on the various financial products
3. Assisting the operations team in performing operations with respect to the products like mutual funds, P2P lending, life insurance, general insurance, equity, etc.
4. Assisting the relationship managers in creating financial solutions for clients

Skill(s) required

MS-Office

MS-PowerPoint

MS-Excel

Who can apply

Only those candidates can apply who:

are available for full time (in-office) internship

have relevant skills and interests

Perks

Certificate

Letter of recommendation

Additional Information

If the candidate's performance is satisfactory during the internship & is a proper fit for the organization's culture, then he will be given a job placement in the relationship management team/operations management team/administrative team based on his performance & inclination.

Number of openings

Certificate: Will be provided at the end of the Internship